Leading Asset Manager: Improving the digital experience between the advisor, the wholesaler and the fund complex with a new responsive web-based platform

Leading Asset Manager: Improving the digital experience between the advisor, the wholesaler and the fund complex with a new responsive web-based platform

The Objective:

Digitally enable and improve the customer experience for broker/dealers or advisors.

Additionally the firm wanted to:

Create efficiency internally between inside sales and the wholesaler.

Enable the client digital experience

Improve access and information by advisor

Increase awareness of the firm’s thought leadership

Provide fully responsive experience across mobile, tablet and desktop

The Approach:

A persona and journey driven view of the relationship and customer needs as well as supporting ecosystem.

Utilizing a combination of onsite UX leadership and development in our Boston-based Digital Solutions Center, we managed the project with our agile UX methodology ad partnered closely with our stakeholders on the marketing, sales and technology teams. We took stock of the current interaction and information delivery model between the client, the external wholesalers, inside sales and the supporting portal, salesforce.com and email systems. We created a future state map that optimized the experience and information flow and based the new experience design on that. Meanwhile we started developing the new platform using Angular JS and collaborated closely with their back-end development teams. Oh and we also incorporated a rebrand during this project as well!

The Result:

The new advisor experience was awarded an award by Kasina following roll-out. The company was able to leverage the new design system and components to re-platform several other institutional web properties as well.

Created UI component library and toolkit to enable internal teams for future development

The Objective:

Digitally enable and improve the customer experience for broker/dealers or advisors.

Additionally the firm wanted to:

Create efficiency internally between inside sales and the wholesaler.

Enable the client digital experience

Improve access and information by advisor

Increase awareness of the firm’s thought leadership

Provide fully responsive experience across mobile, tablet and desktop

The Approach:

A persona and journey driven view of the relationship and customer needs as well as supporting ecosystem.

Utilizing a combination of onsite UX leadership and development in our Boston-based Digital Solutions Center, we managed the project with our agile UX methodology ad partnered closely with our stakeholders on the marketing, sales and technology teams. We took stock of the current interaction and information delivery model between the client, the external wholesalers, inside sales and the supporting portal, salesforce.com and email systems. We created a future state map that optimized the experience and information flow and based the new experience design on that. Meanwhile we started developing the new platform using Angular JS and collaborated closely with their back-end development teams. Oh and we also incorporated a rebrand during this project as well!

The Result:

The new advisor experience was awarded an award by Kasina following roll-out. The company was able to leverage the new design system and components to re-platform several other institutional web properties as well.